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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-11 |
| TX | RA | APPROVED | 2025-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank/Key Corp | Denver | CO | 10/2021 | 12/2022 |
| Valley National Bank | Tampa | FL | 08/2021 | 10/2021 |
| First Option Mortgage | Tampa | FL | 05/2021 | 08/2021 |
| Bank Of America | Tampa | FL | 12/2020 | 05/2021 |
| Wells Fargo | Largo | FL | 08/2017 | 12/2020 |
| United States Army | Fort Carson/Colorado Springs | CO | 08/2015 | 05/2017 |
| Villa Sport | Colorado Springs | CO | 07/2017 | 09/2017 |
| Unemployed | Colorado Springs | CO | 06/2017 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 12/2022 | 10/2023 |
| Bank Of America, N.A. | Denver | CO | 12/2022 | 10/2023 |
| Key Investment Services Llc | Denver | CO | 04/2022 | 12/2022 |
| J.P. Morgan Securities Llc | Lafayette | CO | 10/2023 | 02/2025 |
| Jpmorgan Chase Bank, N.A. | Lafayette | CO | 10/2023 | 02/2025 |
| Rover | Seattle | WA | 12/2024 | Present |
| Charles Schwab & Co., Inc. | Orlando | FL | 03/2025 | Present |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 03/2025 | Present |
1) Evergreen Kennels LLC|Investment Related: No|Retail|Co-Owner|2/17/2025|Less than 20 hour/month - 0 during trading hours|Dog Breeding, 2) Rover|Investment Related: No|Dog Boarding|Dog walker/boarder|12/9/2024|Less than 20 hour/month - 0 during trading hours|Not investment related. I provide overnight dog boarding in my home as well as dog walking.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-16 |
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